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Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$22.29 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Core Plus Income ETF (NYSEARCA:CGCP)

Number of
Institutional Buyers
(last 12 months)
281
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$349.66M
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CGCP Institutional Buying and Selling by Quarter

Capital Group Core Plus Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 CX Institutional1,550$35K0.0%N/A0.000%
6/4/2026Midwest Financial Network LLC182,987$4.09M3.2%-6.3%0.054%
6/3/2026NewEdge Advisors LLC400,168$8.94M0.0%+11.3%0.118%
5/27/2026Alpha Capital Advisors Inc. ADV331,524$7.41M7.0%+0.4%0.098%
5/27/2026Security Financial Services INC.27,185$607K0.1%+24.7%0.008%
5/26/2026Ruggaard & Associates LLC634,983$14.19M5.6%+1.6%0.187%
5/22/2026WNY Asset Management LLC4,208,726$94.02M9.7%N/A1.243%
5/21/2026J. Derek Lewis & Associates Inc.660,252$14.79M3.3%+3.9%0.195%
5/20/2026January Capital Advisors LLC594,252$13.28M17.9%N/A0.175%
5/20/2026Leigh Baldwin & CO. LLC208,060$4.65M3.0%+10.2%0.061%
5/19/2026Western Wealth Management LLC167,656$3.75M0.1%+31.9%0.049%
5/19/2026Bank of America Corp DE1,458,719$32.59M0.0%+44.0%0.431%
5/19/2026Centaurus Financial Inc.10,615$237K0.0%-10.9%0.003%
5/19/2026Cim LLC10,413$233K0.0%-8.0%0.003%
5/19/2026Arkadios Wealth Advisors55,603$1.24M0.0%+99.5%0.016%
5/18/2026EverSource Wealth Advisors LLC692,902$15.48M0.5%+11.4%0.205%
5/18/2026Royal Bank of Canada3,989,237$89.12M0.0%+12.4%1.178%
5/15/2026Gateway Wealth Partners LLC266,681$5.96M0.2%+449.3%0.079%
5/15/2026Stadion Money Management LLC627,733$14.02M1.4%+2.0%0.185%
5/14/2026CLG LLC159,323$3.56M0.9%+15.3%0.047%
5/13/2026Cetera Investment Advisers7,319,089$163.51M0.2%+12.5%2.161%
5/7/2026Carson Advisory Inc.18,139$405K0.2%+23.3%0.005%
5/7/2026Cornerstone Advisors Asset Management LLC167,533$3.74M0.6%+11.7%0.049%
5/6/2026Kera Capital Partners Inc.256,748$5.74M0.7%+1.2%0.076%
5/6/2026Advisortrust Partners LLC76,960$1.72M0.7%+10.2%0.023%
5/6/2026Assetmark Inc.116,158$2.60M0.0%+31.5%0.034%
5/6/2026Bessemer Group Inc.2,000$45K0.0%N/A0.001%
5/6/2026Independent Financial Group LLC60,927$1.36M0.0%N/A0.018%
5/5/2026Ridgeline Wealth Planning LLC18,386$411K0.3%+5.5%0.005%
5/5/2026D.A. Davidson & CO.901,411$20.14M0.1%+1.6%0.266%
5/5/2026Compass Financial Group Inc.288,473$6.44M2.9%-0.8%0.085%
5/5/2026Bank of New York Mellon Corp26,942$602K0.0%N/A0.008%
5/5/2026Geneos Wealth Management Inc.281,626$6.29M0.1%+3.9%0.083%
5/5/2026Sterling Investment Advisors Ltd.16,121$360K0.1%+3.5%0.005%
5/5/2026Flynn Zito Capital Management LLC290,406$6.49M2.1%+22.3%0.086%
5/4/2026NWF Advisory Services Inc.13,467$301K0.0%+13.0%0.004%
5/2/2026Diversify Wealth Management LLC972,363$21.79M0.4%+14.8%0.287%
5/2/2026Valmark Advisers Inc.2,084,059$46.56M0.6%+99.0%0.615%
5/1/2026Fifth Third Bancorp174,146$3.89M0.0%+12,137.9%0.051%
5/1/2026Sovran Advisors LLC628,910$14.05M1.1%+5.6%0.186%
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5/1/2026EQ Wealth Advisors LLC36,260$810K0.5%-1.6%0.011%
4/30/2026Kestra Advisory Services LLC365,657$8.17M0.0%+1.3%0.109%
4/29/2026Richmond Investment Services LLC68,384$1.53M0.2%+15.0%0.020%
4/29/2026Cvfg LLC105,787$2.36M0.3%+42.3%0.032%
4/29/2026Greatmark Investment Partners Inc.141,824$3.17M0.4%+7.2%0.042%
4/28/2026Compton Financial Group LLC436,438$9.75M2.2%+1,876.9%0.130%
4/28/2026Stephens Inc. AR447,118$9.99M0.1%+3.1%0.133%
4/28/2026Koshinski Asset Management Inc.49,071$1.10M0.1%+9.2%0.015%
4/28/2026Hunter Associates Investment Management LLC242,720$5.42M0.7%+23.1%0.073%
4/28/2026CWS Financial Advisors LLC34,361$768K0.2%+1.8%0.010%
4/28/2026New England Capital Financial Advisors LLC262,984$5.88M1.6%-52.6%0.079%
4/28/2026WBH Advisory Inc.527,177$11.79M0.9%+3.7%0.158%
4/27/2026World Investment Advisors124,349$2.78M0.0%+45.9%0.037%
4/27/2026Private Advisor Group LLC590,466$13.19M0.1%+9.1%0.176%
4/25/2026NavPoint Financial Inc.685,901$15.32M6.2%+3.9%0.206%
4/24/2026Merited Wealth LLC66,877$1.49M1.2%+1.9%0.020%
4/24/2026True Blue Financial LLC77,872$1.74M1.4%+21.6%0.023%
4/24/2026Tcfg Wealth Management LLC50,746$1.13M0.4%+4.2%0.015%
4/23/2026Investment Planning Advisors Inc.336,728$7.52M2.1%+1.2%0.101%
4/23/2026Continuum Advisory LLC142,153$3.18M0.3%-2.3%0.043%
4/23/2026Asset Allocation Strategies LLC38,711$865K0.2%+8.2%0.012%
4/23/2026Vicus Capital52,885$1.18M0.1%+26.3%0.016%
4/22/2026Hartmann Taylor Wealth Management LLC41,859$935K0.6%+9.9%0.013%
4/22/2026Janney Montgomery Scott LLC4,915,821$109.82M0.3%+11.8%1.477%
4/21/2026Main Line Retirement Advisors LLC835,729$18.67M9.3%+0.1%0.252%
4/21/2026AA Financial Advisors LLC487,639$10.89M1.5%-39.9%0.147%
4/21/2026Silver Oak Securities Incorporated24,805$554K0.0%+13.5%0.007%
4/21/2026Fiduciary Alliance LLC78,385$1.77M0.1%+5.0%0.024%
4/20/2026Kestra Private Wealth Services LLC85,224$1.90M0.0%+41.9%0.026%
4/20/2026RFG Advisory LLC40,507$905K0.0%+16.1%0.012%
4/18/2026CENTRAL TRUST Co5,434$121K0.0%+967.6%0.002%
4/18/2026BCS Wealth Management10,438$233K0.0%-31.3%0.003%
4/18/2026Richards Merrill & Peterson Inc.59,191$1.32M0.5%+2.5%0.018%
4/17/2026Trinity Wealth Management LLC72,666$1.62M0.6%+12.4%0.022%
4/17/2026Aspire Growth Partners LLC47,211$1.06M0.7%+41.0%0.014%
4/17/2026AdvisorNet Financial Inc45,099$1.01M0.1%-43.6%0.014%
4/17/2026Financial Management Network Inc.124,718$2.81M0.4%+3.6%0.038%
4/17/2026Greenbush Financial Group LLC565,832$12.64M4.2%+25.2%0.171%
4/17/2026Intergy Private Wealth LLC43,341$968K0.3%+5.5%0.013%
4/17/2026Johnson Bixby & Associates LLC775,621$17.33M2.1%-12.2%0.234%
4/17/2026Brookstone Capital Management12,086$270K0.0%-12.9%0.004%
4/16/2026Evolve Private Wealth LLC919,620$20.54M1.1%+20.8%0.277%
4/16/2026Balboa Wealth Partners23,018$514K0.1%N/A0.007%
4/16/2026Swisher Financial Concepts Inc.322,053$7.20M4.0%+11.0%0.097%
4/16/2026Freedom Financial Partners LLC425,071$9.50M3.4%+4.0%0.128%
4/16/2026Founders Financial Securities LLC18,245$410K0.0%-2.7%0.006%
4/15/2026Nations Financial Group Inc. IA ADV155,672$3.48M0.2%+10.1%0.047%
4/15/2026Midwest Heritage Bank FSB1,326,985$29.65M9.5%+22.4%0.402%
3/23/2026J. Derek Lewis & Associates Inc.635,488$14.39M3.4%N/A0.212%
3/17/2026Rockefeller Capital Management L.P.391,520$8.86M0.0%+1,155.4%0.131%
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3/13/2026World Investment Advisors85,228$1.93M0.0%+77.7%0.028%
3/10/2026Advisortrust Partners LLC69,868$1.58M0.7%N/A0.023%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management3,695$84K0.1%N/A0.001%
3/3/2026NWF Advisory Services Inc.11,919$270K0.0%N/A0.004%
3/2/2026Clearwave Capital LLC29,192$661K0.5%N/A0.010%
2/23/2026Kera Capital Partners Inc.253,801$5.75M0.7%-2.9%0.085%
2/20/2026Ruggaard & Associates LLC624,738$14.14M5.6%-8.6%0.208%
2/19/2026Axxcess Wealth Management LLC15,858$359K0.0%N/A0.005%
2/18/2026Summit Global Investments17,861$404K0.0%+11.6%0.006%
2/18/2026Raymond James Financial Inc.6,108,791$138.30M0.0%+13.2%2.038%


CGCP Institutional Ownership - Frequently Asked Questions

During the previous two years, 356 institutional investors and hedge funds held shares of Capital Group Core Plus Income ETF. The most heavily invested institutionals were Capital International Investors ($934.28M), LPL Financial LLC ($537.08M), Morgan Stanley ($416.27M), Wells Fargo & Company MN ($337.28M), Envestnet Asset Management Inc. ($205.06M), Cetera Investment Advisers ($163.51M), and Raymond James Financial Inc. ($138.30M).Learn more on Capital Group Core Plus Income ETF's institutional investors.

Of the 342 institutional investors that purchased Capital Group Core Plus Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($17.00M), LPL Financial LLC ($14.51M), Envestnet Asset Management Inc. ($6.12M), Raymond James Financial Inc. ($6.11M), WNY Asset Management LLC ($4.44M), Wells Fargo & Company MN ($3.97M), and Cetera Investment Advisers ($3.36M).

Institutional investors have bought a total of 71,931,850 shares in the last 24 months. This purchase volume represents approximately $1.63B in transactions.

Of the 98 institutional investors that sold Capital Group Core Plus Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Johnson Bixby & Associates LLC ($5.04M), Northwestern Mutual Wealth Management Co. ($4.45M), Adamsbrown Wealth Consultants LLC ($1.03M), Commonwealth Equity Services LLC ($696.39K), Investment Planning Advisors Inc. ($637.43K), Wood Tarver Financial Group LLC ($498.74K), and AA Financial Advisors LLC ($343.33K).

Institutional investors have sold a total of 15,453,954 shares in the last 24 months. This volume of shares sold represents approximately $349.66M in transactions.


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This page (NYSEARCA:CGCP) was last updated on 7/6/2026 by MarketBeat.com Staff.
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